See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
RPA FINANCIAL LLC4 years Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $32,760 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $30,427 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,913 | $76,050+1.1% | $96,544-20.3% | $71,457+7.6% |
| Participation rate | 96.0% | 74.4%+21.6pp | 76.0%+20.0pp | 67.9%+28.1pp |
| Annual return | 16.21% | 22.81%-6.6pp | 25.84%-9.6pp | 28.85%-12.6pp |
| Employer contribution / active EE | $2,913 | $2,244+29.8% | $2,965-1.8% | $2,588+12.6% |
| Participant deferral / active EE | $6,279 | $4,215+49.0% | $4,851+29.4% | $4,289+46.4% |
| Admin fee / account holder | $439 | $2,707-83.8% | $8,252-94.7% | $1,587-72.3% |